See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,560 | $87,870-67.5% | $113,168-74.8% | $74,304-61.6% |
| Participation rate | 36.0% | 70.7%-34.7pp | 76.6%-40.6pp | 60.3%-24.3pp |
| Annual return | 33.92% | 26.44%+7.5pp | 24.27%+9.7pp | 29.43%+4.5pp |
| Employer contribution / active EE | $831 | $2,277-63.5% | $2,975-72.1% | $2,241-62.9% |
| Participant deferral / active EE | $2,219 | $4,241-47.7% | $5,107-56.6% | $3,767-41.1% |
| Admin fee / account holder | $1,038 | $3,368-69.2% | $12,068-91.4% | $2,969-65.0% |